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Form 30482 - Request for IRA/Roth ANNUITY Transfer or ...

Y (10/19)304821 Owner NameAmount to be moved:Plan Type:Outgoing ANNUITY Tax- qualified Transfer , Exchange, Conversion or Direct Rollover from RiverSource life Insurance CompanyTraditional IRA (including Rollover and SEP)Roth Contributory IRAS imple IRATax-Sheltered ANNUITY (TSA)Roth Conversion IRAI nherited (Beneficial) IRA Full (100%)Specific Amount $Withdraw total free amount without incurring surrender chargesWithdraw 10% free amountProduct TypeProduct NameCompany NameAccount You Are Moving Assets To continued on next NameFixed AnnuityVariable AnnuityMarket Value AnnuityFixed Index AnnuityImmediate AnnuityMutual Fund CDBrokerageOtherAdvisor/Agent NameRiverSource life Insurance Company 70100 Ameriprise Financial Center Minneapolis, MN 55474 RiverSource life Account You Are Moving Assets FromPart 1 Account You Are Moving Assets ToPart 2 2008 - 2019 RiverSource life Insurance Company.

RiverSource Life form 33442 for Traditional IRA annuities or form 200702 for 403(b) annuities or by calling 1.800.862.7919. To transfer or rollover a 401(a) plan, use Form 4292. To exchange non-qualified contracts, use Form 30481. Page 1 of 5 i! Sign on Page(s) 4, 5 Policy/Contract Number Account Number For RiverSource® annuities held inside a

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Transcription of Form 30482 - Request for IRA/Roth ANNUITY Transfer or ...

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Form 30481 -Request for 1035 Exchange of Non-Qualified ...

www.ameriprise.com

Form 30481 -Request for 1035 Exchange of Non-Qualified Insurance and Annuity Products From RiverSource Life Insurance Company (RiverSource Life) Author: nsingh116 Subject: This form is used to request a third party, non-taxable transfer from Ameriprise to competitor company, Life Insurance and Annuity Products ONLY. Keywords: Forms Created Date

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Fees and charges - Ameriprise Financial

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Relationship Guide and Ameriprise Managed Accounts Client Disclosure Brochure (Wrap Fee Program) (Part 2A Appendix 1 of Form ADV). 2Fordetailed productfees(for annuities,life insuranceand all investmentproducts,etc.),consultthe applicable prospectus,other disclosure materials or your financialadvisor.

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For all non-qualified accounts regardless of product type, and for all types of IRA, Coverdell ESA, Custodial, Trusteed, Defined ... General Government Securities MMF – Dreyfus Class. For all Discretionary Managed accounts in a qualified ownership, your ... registered investment company, investment advisory firm, or broker-dealer? i ...

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Form 140838 - Insurance and Annuity Death Claim Statement

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Each beneficiary/claimant must complete the Insurance and Annuity Death Claim Statement and return in its entirety to 70129 Ameriprise Financial Center, Minneapolis, MN 55474-9900. ... For all products except RiverSource Income Protection Life Insurance policies, select from below. Percents must total 100%.

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Working with Ameriprise Financial

www.ameriprise.com

managed account program you select, the asset-based fee includes: • An advisory fee that you determine with your financial advisor. • Costs for the work we do to maintain our platform. • Fees you pay to an additional investment manager that you may choose to select. Brokerage services In a brokerage account, you will pay a quarterly

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The Ameriprise difference Why successful advisors choose Ameriprise Hundreds of advisors are joining our company every year because Ameriprise Financial is different.

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The “Mutual Fund Share Classes in Managed Accounts” sub-section of the “Overview of Ameriprise ... mutual fund in our Managed Accounts Programs (each, an “Eligible to Hold Share Class”). An Eligible to ... value of the assets in your Account and as a result, the total amount you pay will increase if ...

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